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Trevor S

Series 63, Series 65

Bartlesville, OK

Sutterfield Financial Group, Inc.

Trevor Sutterfield is a financial advisor with Sutterfield Financial Group, Inc. in Bartlesville, Oklahoma, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with Purshe Kaplan Sterling Investments and AIG American General Life Insurance Company alongside his long-term role at Sutterfield Financial Group. Outside of advisory work, he is involved in aircraft management, agriculture, construction management, and serves on the advisory board of the Bartlesville Public Library Trust Authority. Sutterfield Financial Group provides financial planning, consulting, and investment management services to individuals, pension plans, charitable organizations, and businesses. The firm uses proprietary portfolio models monitored by an internal investment committee and offers additional services including accounting, tax preparation, and captive insurance management.

Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses
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